Team Member Roles

Launchpad uses roles to control what team members can see and do. Assigning the right role ensures everyone has the access they need — and nothing they don't.

Why roles matter

Proper role assignment:

Protects sensitive data — financial and customer information stays secure
Prevents accidents — limits who can make major changes
Streamlines work — shows each person only what's relevant to them
Maintains accountability — tracks who can do what

Available roles

Owner

The organisation owner has complete control over everything in Launchpad.

Can do:

Everything an Admin can do
Transfer ownership to another person
Delete the organisation
Manage billing and subscription

Best for: Business owners, primary account holders

Note: There's only one Owner per organisation. To change the Owner, the current Owner must transfer ownership.

Admin

Administrators have broad access to manage the organisation.

Can do:

View and manage all bookings, products, and customers
Add, edit, and remove team members
Access all settings and configuration
View financial reports and analytics
Manage integrations and API access

Cannot do:

Transfer organisation ownership
Delete the organisation
Change billing without Owner approval

Best for: Operations managers, office managers, senior staff

Manager

Managers can oversee daily operations and team activities.

Can do:

View and manage bookings
Access customer and CRM data
Create and edit products
Manage events and activities
View reports and analytics
Assign tasks to team members

Cannot do:

Add or remove team members
Access financial settings
Manage integrations
Change organisation settings

Best for: Shift supervisors, department heads, senior guides

Staff

Staff members have access to the tools they need for daily work.

Can do:

View bookings assigned to them or their team
Update booking statuses
View customer information
Access the calendar
View products and experiences

Cannot do:

Modify products or pricing
Access financial information
Change settings
Manage team members

Best for: Tour guides, front desk staff, activity coordinators

Limited

Limited users have minimal access, typically for specific functions.

Can do:

View assigned bookings only
Update their own activity status
Access specific tools based on configuration

Cannot do:

Most other actions

Best for: Seasonal workers, contractors, temporary staff

Viewing team member roles

Go to Settings > Team
You'll see a list of all team members
Each person's role is displayed next to their name

Changing a team member's role

Only Owners and Admins can change roles:

Go to Settings > Team
Find the team member
Click on their name or the Edit button
Select a new role from the dropdown
Click Save Changes

The change takes effect immediately.

Role permissions comparison

Permission	Owner	Admin	Manager	Staff	Limited
View bookings	All	All	All	Assigned	Assigned
Manage bookings	Yes	Yes	Yes	Limited	No
View customers	All	All	All	Limited	No
Manage products	Yes	Yes	Yes	No	No
Financial access	Yes	Yes	Limited	No	No
Team management	Yes	Yes	No	No	No
Settings access	Yes	Yes	Limited	No	No
Integrations	Yes	Yes	No	No	No
Billing	Yes	Limited	No	No	No

Choosing the right role

Consider job responsibilities

Ask yourself:

What does this person need to do daily?
What information do they need to see?
What changes should they be able to make?

Start with less access

It's easier to grant more access than to revoke it. Start with a more restrictive role and upgrade if needed.

Review regularly

Team needs change over time. Review roles periodically to ensure they still make sense:

When someone's job changes
During annual reviews
When new features are added to Launchpad

Custom permissions

Some Launchpad plans allow fine-tuning permissions beyond standard roles:

Go to Settings > Team
Select a team member
Look for Custom Permissions or Advanced Settings
Toggle specific permissions on or off

Contact support to learn more about custom permissions for your plan.

Role inheritance

Team members inherit permissions from their role. If you need someone to have capabilities from multiple roles, consider:

Using custom permissions (if available)
Assigning the higher role if appropriate
Creating a workflow that works within their current role

Troubleshooting

Someone can't access something they need

Check their current role
Review what that role allows
Either upgrade their role or adjust permissions
Consider if they truly need that access

Someone has too much access

Review what access is appropriate for their job
Downgrade their role if needed
Use custom permissions for fine-tuning

New role not taking effect

Ask the person to sign out and back in
Check that changes were saved successfully
Clear browser cache if issues persist

The right roles keep your team productive and your data secure.